Adding Donations In Bulk

This allows you to enter bulk donations via a spreadsheet.

Instructions

1. Download the empty sample File (Download). 2. Add required and optional data. 3. Use the campaign id lookup provided using the pulldown on the right side of the page. 4. Upload file. Fix any issues reported. 5. Submit

Supported File Format: XL spreadsheet with header row.

Here are the required and optional data and descriptions.

Column Name	Header	Value	Description	Note
name*	Required	Required	Name of Donor	Full name of Donor
email*	Required	Optional	Email of Donor	One of Email, Phone or Address must be present
phone*	Required	Optional	US phone number of Donor	One of Email, Phone or Address must be present
address*	Required	Optional	Full street of the Donor	One of Email, Phone or Address must be present
campaign_id*	Required	Required	Campaign Id, number	Use campaign Id lookup to find correct values
amount*	Required	Required	Donation amount in dollars, excel cell type is number or currency	Non zero donation amount
date	optional	optional	Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text	Current date will be used if not present
memo	Optional	Optional	Any additional notes	Any additional notes about this donation
method	optional	optional	Donation Method - use "check", "cash", "card", "inkind", "stock" or "other"	If Empty defaults to check
type	optional	optional	use donation or corpmatch	Defaults to donation if not present
company	optional	optional	Donation matching company	Only used when donation type is corpmatch
notify	optional	optional	Notify donor of donation - yes or no	Notification sent via email if present

The above table can be scrolled right and left.